Import Purchase from External File (Excel/Text)
YouTube: Import Purchase Voucher from External file (Excel / Text)
📥 Importing Purchase Vouchers in Logic ERP
In this tutorial, we’ll show you how Logic ERP makes it easy to import purchase vouchers from external files. 🧾✨ Importing vouchers properly is essential for maintaining ✅ accurate financial records and 📊 seamless operations.
🪜 Step-by-Step Guide
🔓 Access Import Option
Expand the Utilities menu 🛠️
Select Import Masters/Transactions from External Files.
Click on Import Purchase Vouchers from External File option 📂 This is your starting point to bring external data into Logic ERP.
🧰 Prepare for Data Import
🗂️ Select Configuration and File
Choose the correct configuration for the import. This setup determines how the data from the file will map to the ERP system. 🧠
Use the Browse option to select your Excel file 📄 that contains your purchase vouchers data.
Click Refresh 🔄 to load the most recent data—helps minimizing errors due to outdated information.
✅ Data Validation
Validate the data being imported:
Make sure the "Invalid Doc" column says "No" 🚫📄 (This means there are no bad entries!)
Check if the build details appear correctly under the header details grid. 🔍 Correct mapping = smooth import!
🧾 Supplier and Voucher Details
Enter the Supplier Name 👤 to link the voucher correctly.
Fill in all required purchase details as per the ERP system. 💬
💾 Saving and Reviewing Entries
If you spot invalid items, review and correct them before proceeding ⚠️.
If everything looks good ✅, click Save Bill to finalize the import 💾.
🔍 Verification of Purchase Entry
Verify that the purchase voucher has been saved correctly within the system.
Search for the voucher you just saved. 🔎
Cross-check all fields to ensure accuracy. 🧾✔️
Need to make changes? Click on Modify 🛠️ button to update purchase details.
🎯 Wrap-Up
By following these steps, you can efficiently and accurately import purchase vouchers into Logic ERP. It’s a great way to keep your financial records 📚 clean, consistent, and compliant!
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